We Show You How To Improve 'Return On Your Time'
About Us
Our Development Officers
As part of B2P Mentoring's program you will work closely with an experienced and dedicated Development Officer. Your Development Officer's role will be to impart their knowledge and experience to guide you through the various stages of your journey to becoming and remaining a successful financial planner. Our structured programs are aimed at increasing your proficiency and profitability as a financial planner, whilst ensuring that you meet your obligations as required as part of your licensing agreement.
Company Profile
Robert Cumming
Company Director
Development Officer
Robert has been a Financial Adviser since January 1996 and self employed business owner since December 1999. Robert is a Director of HNW Group Holdings, and an
Authorised Representative and Responsible Manager of HNW Planning. He is a Self Managed Superfund Specialist Adviser (SSA) and an Accredited Mortgage Consultant (AMC). Robert has worked for a Bank and two multinational food manufacturers prior to 1996 with experience working in Australia and Japan. Robert holds a Bachelor of Agricultural Economics (Hons) and a Diploma of Financial Planning.
Brad Turns
Development Officer
Brad has been involved in the financial planning industry since April 2000 and has been a Financial Adviser since August 2006. He is an Authorised Representative of HNW Planning. Brad has worked with two of the largest financial institutions within the
industry, along with two small boutique financial planning practices. His previous experiences have seen him not only providing advice to clients, but also providing financial planning practices with technical assistance and training in the provision of advice to their clients. Brad holds a Bachelor of Business (Tourism) and a Diploma of Financial Planning.
Ryan Glaser
Development Officer
Ryan has worked as an investment adviser for over 8 years prior to starting his own investment property and financial planning business. During that time, Ryan worked for an ASX financial services company providing a broad range of wealth strategies including
Self Managed Superannuation, rapid debt reduction and risk minimisation strategies. Ryan held an integral role in establishing sales organisations in Australia, Beijing and Auckland.
Ryan is a fully licensed Real Estate Agent, holds a Diploma in Financial Planning and is an authorised representative of HNW Planning Pty Ltd
Stephen Jones
Company Director
Stephen has considerable experience in financial markets and large corporate risk management since 1999. Stephen is a Director of HNW Group Holdings and a Financial Adviser, Authorised Representative and a Responsible Manager of HNW Planning Pty Ltd.
Stephen's responsibilities and achievements have focused on financial management, corporate governance, compliance and staff development. Stephen has specific expertise in debt funding and financial risk management for large ASX listed corporations. Stephen holds a Masters degree in Applied Finance and Investment, Bachelor of Business, Diploma of Financial Services, and is a member of CPA Australia.
Steven Flaws
National Relationship Manager
Steven began in the financial services industry in 1996 and after varying roles in South Australia and NSW in the industry Steven found his niche in sales management, personal performance and human relations. As a member of the board, and as National Relationship Manager for HNW Group Holdings,
Steve's role with B2P Mentoring is:
– To act as an alternate avenue for advisers' feedback to the board,
– To isolate and encourage more successful elements and to concentrate on and resolve less successful elements of the programs, and
– To help match up our programs with an adviser's own personal and business aspirations.
David Hamblin
Operations Manager
David holds a Diploma of Financial Planning and has been involved in share trading using technical analysis since 2003.
Having managed departments in a large international scrapbooking company and owned his own business, David is in charge of everyday operations at B2P Mentoring. He holds a Bachelors' Degree in Design (Industrial Design) and has a background in design and graphics.
